Filed January 13, 2010 (most recent of 7 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,257 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $139,679 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,212 | $136,266-13.2% | $90,749+30.3% | $77,904+51.7% |
| Participation rate | 99.5% | 86.6%+12.8pp | 75.7%+23.8pp | 73.7%+25.8pp |
| Annual return | -16.91% | -11.32%-5.6pp | -12.16%-4.7pp | 12.21%-29.1pp |
| Employer contribution / active EE | $5,489 | $4,215+30.2% | $2,921+87.9% | $2,848+92.8% |
| Participant deferral / active EE | $5,922 | $6,353-6.8% | $4,564+29.8% | $4,806+23.2% |
| Admin fee / account holder | $81 | $399-79.8% | $8,445-99.0% | $133-39.1% |